Managing contacts with Business Unites in Enterprise

[Benvenisti]

Hi, a client of us has 3 companies managed on the same Enterprise Marketing Hub.

Some of the contacts/companies in the CRM are negotiating deals with 2 or even 3 of the group’s companies and the client wants to separate all the comunication records for eache sales person.

If there are 3 sales people from 3 differnet companies working on the same contat they should see only their own correspondance with the contact.

Can this be done with the Business unite Add-on?

If yes, does it create 3 different accounts for the same contact so each business unite has a separate account for the same contact as if they are 3 separated portals?

Thanks

Ron

[TitiCuisset]

Hi @Benvenisti

Thank you for reaching out.

I want to tag some of our experts here - @RCoutu @Mike_Eastwood @Jnix284 do you have any thoughts for @Benvenisti on this?

Thank you!

Best

Tiphaine

[jnix284]

Thanks @TitiCuisset and @RCoutu is correct @Benvenisti, this is exactly what business units are for

[RCoutu]

Hello @Benvenisti and @TitiCuisset ,

First and foremost I’ve never worked with Business Units Add-Ons, but here is the result of my research on the subject.

Firs, to make sure Business Units Add-Ons is the right solution for your client, here is a checklist to help:

https://www.hubspot.com/hubfs/Business%20Units%20vs.%20Domains%20One-Pagers.pdf.

From what I understand from your client’s need, it does the work.

Business Units Works on the same instance (around 0:55 of the video below ). Contact associated within a business unit is identified using a property called “business units”. You can see that at around 5:00 of this excellent video: https://www.youtube.com/watch?v=pP2WSLoanqg

For your salespeople you can adapt a sidebar according to the information they need to see per business units. You can see the demonstration at 11 : 00 in the above video.

Hope this help.